Institutional Ownership Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND). We have compiled data on the 675 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
11,891
shares
|
$543,061
0.03% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
11,872
shares
|
$542,194
0.18% of portfolio
|
Q2 2025
Reduced 30.06%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,799
shares
|
$538,860
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
11,646
shares
|
$531,872
0.01% of portfolio
|
Q2 2025
Added 151.75%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
11,639
shares
|
$531,553
0.17% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
11,428
shares
|
$521,916
0.25% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
11,276
shares
|
$514,974
0.33% of portfolio
|
Q1 2025
Added 26.43%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
11,194
shares
|
$511,229
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
11,180
shares
|
$510,590
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
11,086
shares
|
$506,297
0.14% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
11,029
shares
|
$503,694
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
10,727
shares
|
$489,902
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
10,616
shares
|
$484,832
0.09% of portfolio
|
Q4 2023
Added 41.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
10,553
shares
|
$481,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
10,469
shares
|
$478,119
0.15% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
10,469
shares
|
$478,119
0.43% of portfolio
|
Q1 2025
Reduced 49.39%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
10,447
shares
|
$477,114
0.23% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
10,135
shares
|
$462,865
0.02% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,041
shares
|
$458,572
0.03% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
10,030
shares
|
$458,070
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
9,961
shares
|
$454,918
0.07% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
9,780
shares
|
$446,652
0.05% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
9,588
shares
|
$437,883
0.26% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9,569
shares
|
$437,016
1.72% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
9,444
shares
|
$431,307
0.14% of portfolio
|
Q1 2025
New holding
|